Supply Chain Research — Panjiva

Supply Chain Research

Showing research about Mode - Truck


Supply Chain Edge: Amazon problems, earnings lessons, sinking gin

• In new research this week, we examine corporate earnings calls and data to find that supply chain developments are a net positive but of declining interest to investors, while inventories may have further to fall. New retail inventory data paints a similar picture. We have also looked at gin... Read more →


Time for phase two: Mexico as a supply chain reshoring center

• Mexico has been at the forefront of supply chain reshoring since the enactment of the North American Free Trade Agreement (NAFTA) in 1994. The electrification of the automotive industry, rivalry between the US and mainland China and post-pandemic resilience investments raise the question as ... Read more →


Supply Chain Edge: Judging calm, recycling rags, striking potash

• In new research this week, we have reviewed 2023 so far through the lens of 10 key data points and found that supply chains are mostly back to normal, but there are key areas of concern. Our deep dive into new export restrictions in mainland China finds that the threat to critical mineral su... Read more →


Supply Chain Edge: A light in the semiconductor tunnel

Demand for semiconductors remains depressed while a recovery will take until later in the year, based on a review of the forward-looking comments from eight firms including Apple Inc. The latter’s supply chain remains in flux, with one supplier leaving India and another setting up in Vietnam. ... Read more →


GE, Regal show largest truck exports from Mexico

Supply chain challenges have remained persistent into 2022, with congestion forcing ships to wait outside of ports for a chance to unload, empty containers piling up on docks, and extreme lead time environments forcing companies to rethink their supply chain strategies. One strategy to reduce ... Read more →

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